+717.3%
XLE vs EQIX
+246.9%
+470.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +2.2% | -0.8% | +3.0% | +2.3% |
| 30D | +11.8% | -1.4% | +13.2% | +11.9% |
| 3M | +9.8% | -4.4% | +14.3% | +10.2% |
| 6M | +15.6% | +7.9% | +7.6% | +14.6% |
| YTD | +45.3% | +37.3% | +8.0% | +40.7% |
| 1Y | +48.3% | +37.8% | +10.5% | +43.5% |
| 3Y | +55.4% | +42.0% | +13.5% | +49.3% |
| 5Y | +216.1% | +29.6% | +186.5% | +204.1% |
| 10Y | +178.4% | +238.3% | -59.9% | +144.3% |
| All | +717.3% | +246.9% | +470.4% | +503.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling